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1,503 hedge funds and large institutions have $23.3B invested in Dow Inc in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 535 increasing their positions, 609 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $788M | Put options by funds: $627M

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.02% less ownership

Funds ownership: 64.31%64.28% (-0.02%)

1% less funds holding

Funds holding: 1,5121,503 (-9)

4% less capital invested

Capital invested by funds: $24.2B → $23.3B (-$907M)

12% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 609

Holders
1,503
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
23.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
113
Increased
535
Reduced
609
Closed
101
Calls
$788M
Puts
$627M
Net Calls
+$161M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1001
Northeast Investment Management
Massachusetts
$330K
CBA
1002
Coastal Bridge Advisors
Connecticut
$327K +$1.07K +20 +0.3%
MMG
1003
Monetary Management Group
Missouri
$326K
MFC
1004
Mechanics Financial Corp
Ohio
$326K
ESB
1005
Essex Savings Bank
Connecticut
$325K -$14.6K -272 -4%
AC
1006
Abbrea Capital
California
$325K -$9.56K -178 -3%
CA
1007
CoreCap Advisors
Michigan
$324K -$956K -17,816 -74%
WDL
1008
Well Done LLC
Michigan
$323K +$5.37K +100 +2%
VFA
1009
Voya Financial Advisors
Connecticut
$322K -$8.86K -165 -3%
SA
1010
Shilanski & Associates
Alaska
$322K -$6.92K -129 -2%
GCP
1011
Garda Capital Partners
Minnesota
$321K +$113K +2,100 +51%
NFA
1012
Northern Financial Advisors
Michigan
$320K +$12.6K +235 +4%
BMWM
1013
Brown Miller Wealth Management
Virginia
$319K -$66.5K -1,238 -17%
DWA
1014
Douglass Winthrop Advisors
New York
$318K -$160K -2,972 -32%
AFG
1015
Allegheny Financial Group
Pennsylvania
$318K +$331K +6,172 New
NWM
1016
Northcape Wealth Management
New York
$318K -$18.7K -349 -5%
PWA
1017
Provenance Wealth Advisors
Florida
$317K +$330K +6,155 New
SIC
1018
SFE Investment Counsel
California
$317K
CIA
1019
Cladis Investment Advisory
Montana
$316K
SGI
1020
Summit Global Investments
Utah
$316K +$22.5K +419 +7%
SOAMC
1021
Spirit of America Management Corp
New York
$314K
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$313K -$59.6K -1,110 -15%
PCM
1023
Parsons Capital Management
Rhode Island
$312K -$11.4K -213 -3%
FAG
1024
Fortitude Advisory Group
Washington
$311K +$6.17K +115 +2%
GIA
1025
Gladstone Institutional Advisory
Florida
$311K -$2.36K -44 -0.7%

DOW Hedge Fund Activity: Q3 2023 in Review

1,503 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2023, worth a combined $23.3B — down 3.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DOW positions and 101 closed out — a net gain of 12 holders — while 535 added to existing stakes and 609 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $180M. The largest seller was Capital World Investors, cutting an estimated $265M.

  • 1,503 institutional investors held Dow Inc (DOW) as of Q3 2023, down from 1,512 in Q2 2023.
  • Funds reported $23.3B of Dow Inc stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 113 funds opened new Dow Inc positions in Q3 2023 and 101 closed out, a net change of +12 holders.
  • The largest Dow Inc buyer in Q3 2023 was Pzena Investment Management, an estimated $180M added.
  • The largest Dow Inc seller in Q3 2023 was Capital World Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q3 2023.